Jeremy and Katy Triefenbach – Founders

Jeremy and Katy Triefenbach are the Founders of Stage 1 Financial. Jeremy heads all of Client Services, which serves as Stage 1 Financial’s “product,” and is acting CFO for the company. His job is to ensure the team delivers the highest standard in Accounting and Finance services for fast-growing companies. Katy, CEO, manages Business and Marketing Strategy, Strategic Partnerships, Operations, and Human Resources.

As a combined team, Jeremy and Katy have spent more than 30 years in a variety of roles in and outside of the United States. Jeremy began his career in the U.S. Navy before transitioning into PricewaterhouseCoopers (PWC).  After PWC Jeremy moved into a Controller role at DryBar, a company which experienced 500% growth during his tenure. Jeremy supported the organization in 4 separate fundraising rounds.

Katy began her career as a nurse in Intensive Care Units. Nursing allowed Katy to transition into a new career in Medical Sales and Marketing for companies such as GE Healthcare and CareFusion, in which she continued to work for over 10 years before transitioning into Stage 1 Financial. Katy partnered with Jeremy to help develop and brand a new concept to bring a local, fully outsourced Accounting and Finance solution to young, fast-growing organizations that affordably enables clients to have access to the best talent.

Our goal for our internal organization is to provide a dynamic fast-paced “family friendly” environment for our team that allows flexibility, while providing outstanding service for our clients.